The company’s advisors design asset protection strategies tailored to physicians’ complex financial situations, including compensation, ownership, and growing assets.

Curi RMB Capital is the merged firm of RMB Capital and Curi Capital, effective January 1, 2024.

RMB Capital offers financial planning and investment solutions to help clients prepare for retirement, managing wealth to support their desired lifestyle.

RMB Capital provides financial planning and investment solutions, including specialized experience with Whirlpool.

Curi RMB Capital ranked #55 on Barron’s 2024 Top 100 RIA Firms list.

Curi RMB Capital ranked #48 for fastest-growing firms and #55 by 2023 assets in FA Magazine’s 2024 rankings.

Curi Capital maintained its #55 ranking on Barron’s 2025 Top 100 RIA Firms list.

Curi Capital proudly announces its inclusion on the FA 2025 RIA Ranking , securing the #57 spot among the nation’s top Registered Investment Advisory firms. Published in July 2025 and based on year end AUM as of December 31, 2024, the ranking reflects performance from over 360 participating independent RIAs. The firm is included on […]

Curi Capital fosters a collaborative team culture to deliver holistic client and employee experiences.

The Curi Capital summer internship program offers hands-on experience in independent investment advisory, distinct from large brokerage firms or investment banks.

Curi Capital’s centralized client service team supports everyday business needs across eight offices nationwide.

The Western Suburbs team at Curi Capital offers personalized financial planning tailored to individual goals.

Curi Capital MD provides structured financial guidance for early-career physicians, addressing student loans, income changes, and life decisions.

Partner, Market Leader, Senior Wealth Advisor

The company offers fiduciary advisors with integrated planning and investment teams under one roof.

Curi Capital supports charities and schools in the communities where its offices are located.

Curi Capital invests in its people to maintain proficiency in portfolio management, client relationships, and operations.

Curi Capital provides fiduciary advice and consulting for retirement plans, acting as a coordinating quarterback.